Creating Event Management Activities

An activity in eEvents Manager for Finance is an actionitem, such as creating collateral, that needs to be assigned and completed prior to the start of an event. These action items are entered using the Activities view tab in Siebel eEvents Manager for Finance.

NOTE: Some view tabs have names that closely resemble typical event action items, but which are, in fact, reserved for the products of action items. For example, the Collateral view tab is where collateral, a product, is stored after an individual creates collateral, an action. Use the Activities view to list action items such as creating collateral and to assign them to specific individuals.

During this phase of event management, you enter activities for the event and its subevents. Then, during the next phase of event management, event preparation, you assign the activities to specific staff members, and track activity progress.

When entering activities, you can enter records individually for each event, or you can create a reusable activity template, which automatically associates a set of activities with any event you choose.

You can also combine individual activities with activities from an activity template. If some activities in an activity template do not apply to an individual event, they can be removed from the event without affecting the template.

The following procedure describes how to create a reusable activity template for an event.